ProFundo Is Live in Cogny: Ask Your Fundraising CRM Questions From Your Agent
If your organisation raises money with ProFundo, your agent can now read it. ProFundo is a live MCP integration in Cogny. It covers donors and members, donations, how payments were split across projects and products, monthly-giving and membership agreements, activities with their UTM codes, and campaigns.
It is read-only, and names, personal numbers and contact details are removed before any AI model sees a row.
TL;DR
- Live now, included from Cogny Solo ($9/mo).
- 8 tools, all reads. Nothing is written back to ProFundo.
- Tables: donors and members, payments, payment postings, recurring agreements, activities, campaigns.
- Totals in one call:
aggregate_recordssums, counts and averages any table by any field, such as campaign, payment method, end reason or month. - Personal data stays out: national ID numbers, names, phone numbers, e-mail and street addresses are dropped, and masked inside free-text fields too. Postal code, city, county and birth year stay, so you can still segment.
What you can do with it
| Table | What the agent sees |
|---|---|
| Donors and members | Campaign, region, birth year, start and end dates |
| Payments | Date, amount, campaign and payment method for every donation |
| Payment postings | How each payment was split across projects and products (gift, membership …) |
| Recurring agreements | Monthly giving and memberships with status, amount, start, end and end reason |
| Activities | Type, channel, campaign and product, plus utm_source, utm_medium, utm_campaign, utm_content and utm_term read from the activity's UTM codes |
| Campaigns | Every fundraising campaign set up in ProFundo |
Questions this answers in one prompt:
- "How much did we raise per campaign last month, and how does that compare with the same month last year?"
- "How many new monthly donors did we get each week this autumn, and from which channels?"
- "Why are agreements ending? Break down last quarter's cancellations by end reason."
- "Which UTM sources and campaigns registered the most activities this year?"
With Google Ads, Meta Ads or GA4 connected to the same workspace, the agent can put a campaign's spend next to the donations and new agreements it brought in, so you can see what each channel costs per donation.
Personal data is removed before the model sees it
Fundraising data is about people, so the integration removes what identifies them before anything reaches a model, in Cogny's chat or in your own agent:
- National ID numbers, first and last names, phone numbers, e-mail addresses and street addresses are never returned, even if your API key can read them.
- Personal numbers, e-mail addresses and phone numbers written inside free text, such as an agreement comment, are masked.
- Every table keeps the donor's ID, so the agent can count unique donors and follow one donor across tables without knowing who they are.
ProFundo also decides which tables and fields your key can read, so you can narrow it further on their side.
How to connect it
- Ask ProFundo support to set up the data-export web service for your organisation (the one they offer for Power BI). They send you an API key. Copy all of it: it sometimes arrives in two or three parts.
- In Cogny, open Settings → Integrations and click Connect on ProFundo.
- Enter your ProFundo address (
yourorgfor yourorg.profundo.se) and the API key.
Then ask the agent to run get_data_overview: it shows every table your organisation exports and the fields each one has.
What it doesn't do yet
ProFundo's web service has no filters other than "changed since a date", so a total over a whole large table is read page by page, about 1,000 rows a second. A big table takes a few calls, and each call carries the running totals over to the next. A date range on payment or creation date usually fits in one call.
There is no search for a single donor and no donor history view, and the data is ProFundo's export, not the full CRM. To get a field that's missing, ask ProFundo to add it to your web service. The full list of tools and gaps is on the ProFundo tools page.
Connect it from your Cogny dashboard and ask how many new monthly donors you got last month.